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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,777 | $67,166+0.9% | $57,356+18.2% | $55,191+22.8% |
| Participation rate | 95.6% | 77.7%+17.9pp | 75.1%+20.6pp | 69.2%+26.5pp |
| Annual return | 4.01% | 4.22%-0.2pp | 24.41%-20.4pp | 10.78%-6.8pp |
| Employer contribution / active EE | $8,727 | $2,812+210.3% | $2,689+224.6% | $1,899+359.6% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |